Wealth & Finance International - Fund Awards 2016

Fund Awards 2016 24 Alpha Real Capital Best Closed-Ended Real Estate Fund: Industrial Multi-Property Trust Headquartered in London and owned by its partners, Alpha Real Capital has an experienced team of over 80 staff and partners offering a wide range of investment options. We profile the firm and explore the services it offers and the secrets behind its success. Company: Alpha Real Capital LLP Name: Phillip Rose (Chief Executive Officer) Email: [email protected] Web Address: www.alpharealcapital.com Address: 338 Euston Road London. NW1 3BG. UK Telephone: 0207 391 4700 Established in 2005, Alpha Real Capital LLP is an experienced co-in- vesting funds management group with circa £1.4 billion of assets under management. Operating in five core business areas, real estate invest- ment management, capital markets advisory, renewables infrastructure, property lending and wealth management solutions, the firm’s team collectively has over 200 years’ experience of the real estate, banking and funds management industries gained with leading organisations in- cluding Lend Lease, Brookfield, Hammerson, Deutsche Bank, Barclays, Close Bros, General Property Trust, DTZ, Knight Frank, Cushman & Wakefield, Healey & Baker and CBRE. Headquartered in London with an international network of offices with experienced management teams, Alpha has deep local market knowl- edge and an extensive investment sourcing, financing, asset manage- ment and realisation track record. One of the firm’s most recent triumphs was its acquisition in February 2011 of the Property Funds Management division of Close Brothers Group plc. The deal included a number of senior members of the Close Brothers Prop- erty Fund team transitioning across, bringing with them the capital preser- vation Inheritance Tax (IHT) products, which the team had been managing for many years. Following this acquisition, TIME Investments was launched in May 2012 as the wealth management solutions arm of the Group. TIME runs and manages the highly successful TIME:Freehold fund, which invest in ground rents and has a 23 year unbroken track record of delivering inflation beating returns. TIME has also launched a sister fund to TIME:Freehold, known as TIME:Commercial Freehold which builds on the consistency and stability of its flagship fund and opens up a new sector for retail investors. Alongside these funds, TIME also offers a range of tax efficient investment solutions, including TIME:Advance and TIME:CTC which utilise Business Property Relief to offer investors an attractive return and 100% IHT mitigation in just two years. The spe- cialist team behind these products boasts the longest track record in its sector, with 20 years of successfully delivering IHT savings for investors. LA16010 In addition, the firm launched ILIF, its new fund investing in UK com- mercial ground rents earlier this year, and has the completed ILIF’s first acquisitions. Alpha secured subscriptions for ILIF totalling £355m for the first close from nine UK pension schemes, the majority of which are funds advised by Willis Towers Watson. ILIF invests in UK commercial ground rents with the aim of providing investors with secure inflation linked long term income and associat- ed capital growth. The Alpha Group has completed the acquisition of 41 specialist healthcare assets in a ground rent sale and leaseback transaction with Care Tech Holdings plc, a leading provider of specialist social care services, traded on AIM. The total consideration was approximately £30 million and the proper- ties are located in the south east of England. The company firmly believes that optimum way to be successful in the investment market and deliver returns to clients is to have a robust in- vestment process. As such Alpha operates a robust investment process which integrates local market intelligence, strategic research, active management strategies with financial and risk management. Ultimately, what sets the firm apart is the fact that being independently owned and managed by its partners means Alpha has the ability to think independently, allowing it to respond quickly and creatively to opportuni- ties. Alpha’s ability to co-invest alongside its funds and investment part- ners creates a strong alignment based on genuine partnership. Alpha operates seven expert platforms that provide deep expertise in a range of specialist investment areas including long-income investing, renewable energy, debt lending and multi-let industrial property. The award-winning Industrial Multi Property Trust has delivered high total shareholder returns over a three year period through strong asset management that has boosted occupancy and cashflow with a corre- sponding improvement in asset values.